A Better Way to Sell to Your Customers

Why iQuantifi?

iQuantifi's software platform is a forward-looking decision engine that is the future of financial services.

Customize your own instance of our intelligent software and include your financial products within the recommendations generated for your customers.

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Our platform utilizes business rules and complex algorithms with six patents pending. The system allocates assets and cash flow to help users pay down debt, protect their family, and fund all their goals. The advice is never empty because it identifies the source of funds from a customer's own resources and updates in real-time to adjust to changes as they happen.

Imagine providing your customers with an engaging digital experience that can be as comprehensive as you want it to be...and still remain scalable and cost effective.

See what Gartner, one of the world's leading research companies, says about iQuantifi's technology.

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"Gartner believes that the future of wealth management will combine advisor-led coaching, financial planning and other services with digital tools to meet the increasingly complex and collaborative client requirements, and do so in a more cost-effective manner."

Intelligent Technologies

iQuantifi's Core engine provides institutions with artificial intelligence software that engage customers with their financial goals. The platform uses sophisticated algorithms to automatically create and prioritize multiple goals like college and retirement, as well as protections like cash reserves and insurance. This patent pending technology updates in real-time and filters through millions of possibilities to generate cash flow and capital allocations along with detailed product recommendations.

The data and analytics produced by our cognitive digital solution generates predictive insight into customers' needs, resources, and product purchasing capability. Institutional partners can integrate the full power of this end-to-end system to give them a distinctive edge in a competitive landscape, or choose pieces of iQuantifi's technology platform that can seamlessly integrate with their current systems.